-86.9%
HIMZ vs VT
+15.2%
-102.1%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.7% | +5.6% | -1.1% |
| 7D | -18.9% | -0.3% | -18.6% | -16.8% |
| 30D | -25.2% | -1.4% | -23.8% | -17.4% |
| 3M | -44.1% | -1.4% | -42.7% | -37.2% |
| 6M | -43.3% | +5.5% | -48.8% | -50.4% |
| YTD | -74.8% | +12.8% | -87.6% | -83.6% |
| 1Y | -86.9% | +15.4% | -102.3% | -92.5% |
| All | -86.9% | +15.2% | -102.1% | -92.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling